PineStone Asset Management Inc.
Q2 2026 13F filing
Updated 59 days ago44 disclosed positions worth $16.2B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | T TSMWF TAIWAN SEMICONDUCTOR MANUFAC | $2.4B | 4.96M | 14.63% | Trimmed(-6.2%) |
| 2 | G GOOGN ALPHABET INC | $1.6B | 4.61M | 10.17% | Trimmed(-11.0%) |
| 3 | M MCO MOODYS CORP | $1B | 2.28M | 6.39% | Trimmed(-2.8%) |
| 4 | M MSFT MICROSOFT CORP | $964.9M | 2.59M | 5.96% | Trimmed(-9.8%) |
| 5 | M MA MASTERCARD INCORPORATED | $940.9M | 1.83M | 5.81% | Added(+1.2%) |
| 6 | A AZO AUTOZONE INC | $780.6M | 244.3K | 4.82% | Trimmed(-4.9%) |
| 7 | A AMZN AMAZON COM INC | $662.3M | 2.78M | 4.09% | Added(+83.6%) |
| 8 | K KLAC KLA CORP | $654.6M | 2.17M | 4.04% | Added(+1927.0%) |
| 9 | C CME CME GROUP INC | $600.5M | 2.72M | 3.71% | Added(+4.8%) |
| 10 | T TJX TJX COS INC NEW | $568.8M | 3.75M | 3.51% | Trimmed(-3.9%) |
| 11 | S SHW SHERWIN WILLIAMS CO | $538.7M | 1.56M | 3.33% | Trimmed(-6.1%) |
| 12 | ? N/A MSCI INC | $528.4M | 943.5K | 3.26% | Trimmed(-3.4%) |
| 13 | C CARR CARRIER GLOBAL CORPORATION | $464.6M | 6.33M | 2.87% | Trimmed(-3.6%) |
| 14 | J JNJ JOHNSON & JOHNSON | $440.3M | 1.73M | 2.72% | Trimmed(-3.1%) |
| 15 | M MTD METTLER TOLEDO INTERNATIONAL | $416.6M | 326.1K | 2.57% | Added(+1.0%) |
| 16 | L LIN LINDE PLC | $399.5M | 769.8K | 2.47% | — |
| 17 | A ADI ANALOG DEVICES INC | $351.1M | 884.0K | 2.17% | Added(+7.2%) |
| 18 | U UNH UNITEDHEALTH GROUP INC | $335.6M | 807.5K | 2.07% | Trimmed(-0.2%) |
| 19 | O OTIS OTIS WORLDWIDE CORP | $307.2M | 4.29M | 1.90% | Trimmed(-4.5%) |
| 20 | P PEP PEPSICO INC | $295.5M | 2.18M | 1.83% | Trimmed(-8.5%) |
| 21 | S SPGI S&P GLOBAL INC | $269.3M | 661.2K | 1.66% | Added(+24.2%) |
| 22 | A AON AON PLC | $265.1M | 799.3K | 1.64% | — |
| 23 | C CNI CANADIAN NATL RY CO | $242.6M | 2.03M | 1.50% | — |
| 24 | G GGG GRACO INC | $240.9M | 3.19M | 1.49% | Trimmed(-12.1%) |
| 25 | C CPRT COPART INC | $223.1M | 7.91M | 1.38% | Trimmed(-5.2%) |
| 26 | H HLT HILTON WORLDWIDE HLDGS INC | $218.3M | 660.7K | 1.35% | Trimmed(-10.3%) |
| 27 | L LOW LOWES COS INC | $170M | 770.9K | 1.05% | Trimmed(-11.0%) |
| 28 | C CL COLGATE PALMOLIVE CO | $134.1M | 1.46M | 0.83% | Trimmed(-5.7%) |
| 29 | H HDB HDFC BANK LTD | $113.1M | 4.38M | 0.70% | Added(+15.8%) |
| 30 | F FSS FEDERAL SIGNAL CORP | $2.1M | 16.0K | 0.01% | Trimmed(-31.1%) |
| 31 | J JBTM JBT MAREL CORPORATION | $1.2M | 8.2K | 0.01% | Trimmed(-36.4%) |
| 32 | ? N/A HOULIHAN LOKEY INC | $1.2M | 8.8K | 0.01% | Trimmed(-33.9%) |
| 33 | ? N/A HAYWARD HLDGS INC | $1.1M | 65.6K | 0.01% | Trimmed(-36.5%) |
| 34 | I IPAR INTERPARFUMS INC | $1.1M | 9.7K | 0.01% | Trimmed(-29.2%) |
| 35 | M MEDP MEDPACE HLDGS INC | $932K | 1.8K | 0.01% | Trimmed(-33.3%) |
| 36 | J JKHY HENRY JACK & ASSOC INC | $895K | 6.5K | 0.01% | Trimmed(-24.4%) |
| 37 | F FND FLOOR & DECOR HLDGS INC | $849K | 14.3K | 0.01% | Trimmed(-32.9%) |
| 38 | W WDFC WD 40 CO | $838K | 3.4K | 0.01% | Trimmed(-34.4%) |
| 39 | D DCI DONALDSON INC | $748K | 8.3K | 0.00% | Trimmed(-41.5%) |
| 40 | E EXPO EXPONENT INC | $693K | 11.8K | 0.00% | Trimmed(-30.6%) |
| 41 | S STVN STEVANATO GROUP S P A | $689K | 38.1K | 0.00% | — |
| 42 | T TREX TREX INC | $604K | 12.1K | 0.00% | Trimmed(-39.3%) |
| 43 | W WH WYNDHAM HOTELS & RESORTS INC | $560K | 6.7K | 0.00% | Trimmed(-49.4%) |
| 44 | S SSD SIMPSON MFG INC | $421K | 2.0K | 0.00% | Trimmed(-42.7%) |